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Macro & Market

Some of the Good News is Bad News

Elections 2020 Macro & Market White Paper Fixed Income
September 2020
Some of the Good News is Bad News

Authors & Contributors

Even in a Washington riven by partisanship, events are sometimes in the driver’s seat.

Our forecast has been that US economic activity would rebound vigorously in the middle part of 2020 and that incremental fiscal stimulus would be provided to reinforce the considerable monetary policy accommodation that the Federal Reserve seems determined to leave in place for seemingly time immemorial.